It’s More Than Money

Life Lessons: Mr. Early Achiever

I’ve never enjoyed waiting for things. “Patience” is a muscle I’ve had to exercise and strengthen; often whether I’ve wanted to or not. Ironically, one of the hardest things to wait patiently for is “experience”. Of course, always looking for a more efficient way, I wondered if I could gather up others’ experiences and learn

Tax Bill Update and Resources

For better or worse, the Tax Cuts and Jobs Act (TCJA) has been signed into law. While it would be fun (is that the right word?) to explore the estimated impacts on our country and economy here, it would be more helpful to take some of our own advice and focus on the more certain

Is Social Security Going Bankrupt?

In short, yes. But don’t take our word for it: as seen in their 2017 annual report, the Social Security and Medicare Board of Trustees “project that the combined trust funds will be depleted in 2034“. However, the Social Security Administration and Congress have a few “levers” they can pull to extend this 2034 date

Q3 2017 Market Commentary

“All analogies break down if taken too far, just like a car. Only there’s no gas station & maybe the mechanic is an editor or logician & also…”  – Ken Jennings, Jeopardy Champion Against the advice of Ken Jennings, and in order to better understand the stock market, we often talk about a different asset

Proposed Plan to “Fix Our Broken Tax Code”

For much of the year, we’ve told clients “let’s wait and see” when considering certain tax saving strategies like Roth conversions or a Qualified Charitable Distribution because we wanted to see what tax policies might come from Washington. On September 27th, the White House released the “Unified Framework for Fixing Our Broken Tax Code” to

A Semester Of Econ In 30 Minutes

If you’ve ever pretended to know what “deflation” is then keep reading. Ray Dalio started his investment company, Bridgewater Associates, at age 26 out of his apartment. After forty years of investing, Bridgewater now manages around $160 Billion. Normally you have to go to college and sit through hours of lectures to grasp a 10,000